• The Hollard Prime Dynamic Income Fund B
  • The Hollard Prime Equity Fund B
  • The Hollard Prime Money Market Fund B
  • The Hollard Prime Property Fund B
  • The Hollard Prime Strategic Assertive Fund of Funds B

    • The Hollard Prime Strategic Assertive Fund of Funds B

    About the fund:

    The primary investment objective of the Fund is to assist investors to reach a return after fees of CPI +6% p.a. over rolling 7 year periods, through a spectrum of investments in the equity, bond, money or property markets and participatory interests in related collective investment schemes.
     

    This fund is suitable for investors who:
    • Seek exposure to an equities-biased collection of assets to provide long-term capital growth comfortably above inflation
    • Are comfortable with some equity-related price fluctuation, i.e. short- to medium-term volatility
    • Are prepared to take on some  risk of capital loss
    • Typically have an investment horizon of more than seven years
    • Wish to use the Fund as an investment vehicle, after a professional financial needs analysis and investment planning exercise
       
    Overview:
     
    Benchmark ASISA Sector Risk Launch Date Income Distribution Regulation 28
    ASISA Sector Median SA Multi Asset - High Equity Moderately Aggressive 23 January 2014     Bi-Annual (February & August)

    Yes
     
    Exposure Limits:
     
    In SA Ex SA In Africa Fixed Interest Property Equity
    ≥55% ≤45%   ≤10%   ≤25% including international property

    ≤75% including international equity
    Factsheets:
    Latest Factsheet

    To download a .csv file of historic factsheet select options below:

    Prices:
    Latest Price
    168.95

    To download a .csv file of historic prices select date ranges below:

    Date Range:
    Investor Report
    Download the latest Investor Report:
  • The Hollard Prime Strategic Balanced Fund of Funds B
  • The Hollard Prime Strategic Defensive Fund of Funds B
  • The Hollard Prime Yield-Plus Fund B
  • The Hollard Focused Global Equity Fund C